Financial Adviser · VAUCLUSE, NSW

Amanda Gail Levine

VAUCLUSE, NSW

17 Years experience

Tax advice
authorised

ASIC Registered · ADV 000334411

Currently at

Matrix Planning Solutions Limited

Bundall, QLD (firm address)

View firm profile

About Amanda Gail Levine

Amanda Gail Levine is a financial adviser based in Vaucluse, New South Wales, with 17 years of experience in the financial services industry since 2009. Amanda is currently authorised under Matrix Planning Solutions Limited, operating through Matrix Planning Solutions. Amanda holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Amanda's qualifications include a Bachelor of Commerce from Macquarie University. Amanda is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Excludes SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2000

Bachelor of Commerce

Macquarie University

2001

Bachelor of Laws (Hons)

Macquarie University

2008

Graduate Diploma of Financial Planning

FINSIA

Registration History

Matrix Planning Solutions Limited

Apr 2016 - Present Current

Excludes SMSF

KNM SERVICES PTY LTD

Feb 2009 - Apr 2016 Ceased

Source: ASIC Financial Advisers Register